Book a Tax Position Review
Got a question?
Simply message us on WhatsApp to get the answers you need.
If you message us, include the countries involved, your current Portugal status, and the decision you are trying to make. That helps us route you faster to the right next step. You can also review the services overview before you book.
Frequently Asked Questions About Your Tax Position Review
The Tax Position Review is €500. It includes a 30-minute video call with Telmo Ramos and a Position Memo sent by email within 3 to 5 business days. The memo is usually up to 2 pages and covers our understanding of your position, key risks, opportunities, and next steps. The fee is credited in full toward any engagement over €1,500.
Once payment is confirmed, your time slot is locked. Before the call, fill in the intake questions if you haven't already — they help shape your Position Memo. After the call, you receive your Position Memo by email within 3 to 5 business days. It is usually up to 2 pages and covers our understanding of your position, key risks, opportunities, and next steps.
In most cases, within two business days. If your case requires an initial scope check, we will still confirm receipt and send a clear timeline.
Yes. This form is the first step to booking your Tax Position Review. If your case fits Taxbordr's scope, you will receive next steps, required documents, and scheduling options. Every Tax Position Review is founder-led.
Yes. Message us on WhatsApp at +351 923 224 660 for logistics and quick clarifications. Formal tax advice is delivered through your Tax Position Review and signed Position Memo.
Yes. Information submitted through this form is handled confidentially and used only to assess and deliver your Tax Position Review and related services.
Share your residency timeline, countries involved, income types (salary, freelance, investments, pension, crypto), and relevant filing deadlines. If you already filed in Portugal or your home country, include the relevant tax years. Clear facts let us scope your Tax Position Review accurately.
Prepare your residency timeline, recent tax returns, income statements, investment records, and any notices from tax authorities. Bring specific questions so the consultation can focus on decisions, not guesswork.
Your Tax Position Review reviews your facts, identifies cross-border risk points, and clarifies treaty, regime, and filing priorities. You leave with clear next actions, required documents, and scope options.
After the Tax Position Review, you receive written next steps and can decide whether to proceed with implementation support. Where needed, we also provide coordination points for your home-country advisor.
Yes. Email info@taxbordr.com. For a structured assessment and recommendations, we will route you to the Tax Position Review.
Yes. Call +351 923 224 660. If we are in consultations, leave a brief message and we will return your call.